Administrator (Financial Services)
  £21000 - £30000 per annum
  Dover, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


We are currently looking for a Financial Administrator for our client based in Dover

Purpose of role
The main purpose of the role is supporting all aspects of financial planning including investments, pensions, mortgages & protection and tax & estate planning.

Key responsibilities
* Dealing with telephone / email enquiries to the office. Providing a point of contact for clients and handling any queries effectively, but not giving advice.
* Update and maintain the firm's records / registers
* Manage, organise and update relevant data using database applications.
* Onboarding of new clients including anti-money laundering checks in line with regulatory requirements.
* Issuing our initial disclosure documents and producing client review packs.
* Liaising with product providers, mortgage lenders & estate agents.
* Prepare and submit client applications.
* Prepare for meetings, meeting notes, follow up
* Discuss cases with the advisors and provide regular updates on the progress of applications and ongoing support.
* Technical research
* Cash flow planning tasks, experience of this with any software preferred.

Experience required

* You need to be motivated, friendly and professional at all times
* Experience in a Financial advice environment, Paraplanner/report writing
* Diploma qualified is preferable but consideration will be made if you are working towards achieving this
* The role requires a reliable individual who has the ability to manage and prioritise workloads
* Excellent communication skills at all levels
* Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
* Analytical and problem solving skills
* Excellent organisational and multi-tasking abilities are essential
* Confident with IT and office software packages Word, Excel, PowerPoint

Salary between £21k-£30k depending on experience

Monday-Friday 9am-5pm

Full study support towards the Level 4 Diploma in Regulated Financial Planning will be offered to the right candidate, and with experience the successful candidate will gain responsibility for more technical paraplanning cases.

Connect2Staff/Connect2Kent, part of Commercial Services Trading/Kent Ltd, is an equal opportunities Employment Agency & Business and positively encourages applications from all suitably qualified and eligible candidates.


Advertiser: Agency

Reference: LT65

Posted on: 2023-01-29 11:07:10

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Administrator (Financial Services)
  £21000 - £30000 per annum
  Dover, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


We are currently looking for a Financial Administrator for our client based in Dover

Purpose of role
The main purpose of the role is supporting all aspects of financial planning including investments, pensions, mortgages & protection and tax & estate planning.

Key responsibilities
* Dealing with telephone / email enquiries to the office. Providing a point of contact for clients and handling any queries effectively, but not giving advice.
* Update and maintain the firm's records / registers
* Manage, organise and update relevant data using database applications.
* Onboarding of new clients including anti-money laundering checks in line with regulatory requirements.
* Issuing our initial disclosure documents and producing client review packs.
* Liaising with product providers, mortgage lenders & estate agents.
* Prepare and submit client applications.
* Prepare for meetings, meeting notes, follow up
* Discuss cases with the advisors and provide regular updates on the progress of applications and ongoing support.
* Technical research
* Cash flow planning tasks, experience of this with any software preferred.

Experience required

* You need to be motivated, friendly and professional at all times
* Experience in a Financial advice environment, Paraplanner/report writing
* Diploma qualified is preferable but consideration will be made if you are working towards achieving this
* The role requires a reliable individual who has the ability to manage and prioritise workloads
* Excellent communication skills at all levels
* Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
* Analytical and problem solving skills
* Excellent organisational and multi-tasking abilities are essential
* Confident with IT and office software packages Word, Excel, PowerPoint

Salary between £21k-£30k depending on experience

Monday-Friday 9am-5pm

Full study support towards the Level 4 Diploma in Regulated Financial Planning will be offered to the right candidate, and with experience the successful candidate will gain responsibility for more technical paraplanning cases.

Connect2Staff/Connect2Kent, part of Commercial Services Trading/Kent Ltd, is an equal opportunities Employment Agency & Business and positively encourages applications from all suitably qualified and eligible candidates.


Advertiser: Agency

Reference: LT65

Posted on: 2023-01-29 11:07:10

I want to receive the latest job alerts for:

Administration jobs in Dover, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

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